|
1
|
|
$9.15M
|
+$1.47M
|
+80,735
|
+19%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$4.7M
|
+$216K
|
+11,899
|
+5%
|
|
|
3
|
|
$2.39M
|
+$309K
|
+17,021
|
+15%
|
|
|
4
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$2.06M
|
+$1.02M
|
+56,393
|
+98%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.53M
|
+$117K
|
+6,450
|
+8%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.32M
|
-$169K
|
-9,322
|
-11%
|
|
|
7
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$1.17M
|
+$121K
|
+6,650
|
+11%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.06M
|
+$50.2K
|
+2,764
|
+5%
|
|
|
9
|
Guggenheim Capital
Chicago,
Illinois
|
$870K
|
+$323K
|
+17,803
|
+59%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$697K
|
-$9.8K
|
-538
|
-1%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$694K
|
-$33.4K
|
-1,841
|
-5%
|
|
|
12
|
Kestra Private Wealth Services
Austin,
Texas
|
$659K
|
+$436K
|
+24,025
|
+193%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$621K
|
+$6.48K
|
+357
|
+1%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$607K
|
-$19.1K
|
-1,054
|
-3%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$524K
|
-$131K
|
-7,229
|
-20%
|
|
|
16
|
KLR Investment Advisors
Providence,
Rhode Island
|
$464K
|
-$258K
|
-14,199
|
-36%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$436K
|
+$53.3K
|
+2,936
|
+14%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$432K
|
-$29.6K
|
-1,631
|
-6%
|
|
|
19
|
LexAurum Advisors
Overland Park,
Kansas
|
$403K
|
-$14.7K
|
-812
|
-4%
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$273K
|
-$120K
|
-6,602
|
-30%
|
|
|
21
|
Davenport & Co
Richmond,
Virginia
|
$272K
|
-$66.4K
|
-3,656
|
-20%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$266K
|
-$95K
|
-5,236
|
-26%
|
|
|
23
|
Physician Wealth Advisors
Midvale,
Utah
|
$260K
|
–
|
–
|
–
|
|
|
24
|
Alpha Cubed Investments
Irvine,
California
|
$259K
|
–
|
–
|
–
|
|
|
25
|
Harbour Investments
Madison,
Wisconsin
|
$252K
|
+$599
|
+33
|
+0.2%
|
|
